University Federal Credit Union | Financial Advisor Home Page

Anticipate the Unexpected

Preparing now is the first step to enjoying your life in the fast lane.

Speak with one of our CFS* advisors today, to prepare for tomorrow.

Creating Income for What's Next

Are you concerned with how much you have saved for retirement?

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Create a Retirement Lifestyle Strategy

A financial plan can help take control of your financial future.

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What May My 401k or TSP Be Worth?

Calculate what you may need to help achieve your retirement goals.

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Getting Started?

We can help you establish a strong foundation.

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How Much Will I Need To Save For Retirement?

Calculate what you may need to help achieve your retirement goals.

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Financial Advice

Get to know our CFS* Financial Professionals and discover how they can help you to plan what's next.

Meet the Team

Digital Advice

CFS* at UFCU is excited to offer an innovative new way to invest through Schwab Performance Technologies^®. This automated management investment service can help you get started.

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Invest Your Way

No matter where you are at in your financial journey, CFS* and UFCU Investment Services™ will be there for you and your family. If you’re just getting started, dreaming about buying a house, or an experienced investor looking to create a legacy, we are here to help.

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Comprehensive Solutions for All Your Needs

We are committed to offering complete objectivity and unbiased advice.

The First Step

We create strategies that are tailored to your needs and goals.

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Upcoming Events

Click here for our latest luncheons, seminars, and live presentations.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Team

An Do

Investment Coordinator for Logan Lepe, and Srinath Desilva CUSO Financial Services, L.P.* at UFCU

Arthur Lopez

Investment Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU

Emily Russell, CFP®

Paraplanner CUSO Financial Services, L.P.* at UFCU

Jeff Ferraris

Investment Services Manager CUSO Financial Services, L.P.* at UFCU

Jennifer Sugden

Wealth Coordinator for Mark Spirk CUSO Financial Services, L.P.* at UFCU

Kaylah Hilliard

Investment Coordinator for Michael Guthrie CUSO Financial Services, L.P.* at UFCU

Ken Aoshima

Associate Financial Advisor CUSO Financial Services, L.P.* at UFCU

Logan Lepe, CRPC®

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Mark Spirk, MBA, CFP®

Wealth Advisor CUSO Financial Services, L.P.* at UFCU

Michael Guthrie, CFP®

Wealth Advisor CUSO Financial Services, L.P.* at UFCU

Michael Garner

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Peter Lynch

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Rodney Nelson

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Srinath Desilva

Financial Advisor CUSO Financial Services, L.P.* at UFCU

Tamara Batten

Investment Coordinator for Rodney Nelson CUSO Financial Services, L.P.* at UFCU

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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